Zero Manual Accounting

Journals, invoices, payments, and reconciliations are created automatically. Payment from installment module or Odoo Accounting - both stay in sync in real-time. No double entry, no missed records.

Commission on Autopilot

Commissions generate automatically when invoices are paid. Multi-level hierarchy distribution (up to 5 levels), target-based tiered rates, and withdrawal system with approval workflow - all hands-free.

Customer & Employee Self-Service

Public portals let customers check payment schedules and employees track commissions - no login required. Just enter mobile number or ID. Reduces support calls by 80%.

Never Miss a Payment

6 types of automated SMS + email reminders before and after due dates. Customers stay informed, you stay paid. Customizable templates with smart variable substitution.

Real-Time Business Intelligence

18 clickable KPI cards, org chart, top performers, commission analytics with Chart.js, and PDF export. Make data-driven decisions instantly from your dashboard.

Works Out of the Box

Auto-creates payment journals (Cash, Bank, bKash, Nagad, Rocket, Upay), chart of accounts, and sequences on install. No manual accounting setup. Start selling in minutes.

Others: Basic Payment Splitting

Most modules only let you define tenure and split amounts across invoices. No interest rates, no booking money, no processing fees. You still handle everything manually in Accounting.

Ours: Full Business Automation

Flat & reducing interest rates, booking money, down payment, processing fees, auto-invoicing, auto-reconciliation. Pay from our module OR Odoo Accounting - both stay in perfect sync automatically.

Others: Email-Only Reminders

At most, they send a single email reminder 1 day before due date. No SMS. No overdue follow-ups. No tracking of sent reminders. Customers miss payments because they miss one email.

Ours: 6 SMS + Email Reminder Types

3 days before, 1 day before, on due date, 1/3/7 days overdue. Both SMS and email for each. Customizable templates. No duplicates. Daily cron job. Master on/off per type.

Others: No Commission System

Zero commission management. If you have a sales team with hierarchical commissions, you need a separate module or manual spreadsheets. No targets, no withdrawals, no analytics.

Ours: Complete Commission Engine

5-level hierarchy, product-based rates, mixed method. Monthly targets with 4-tier rates. Auto-withdrawal with approval workflow. Employee commission portal. Dashboard analytics.

Others: No Dashboard or Analytics

Basic list views only. No KPIs, no org chart, no top performers, no collection rate tracking. You have to build your own reports to understand business performance.

Ours: 18 KPIs + Full Analytics

Clickable KPI cards, org chart, top performers, Chart.js analytics, customer payment classification (8 types), payment scoring (0-100), PDF export. Data-driven decisions in seconds.

Others: No Customer/Employee Portal

Customers call you to check their payment status. Employees have no way to track commissions outside Odoo. Every status inquiry means a support ticket.

Ours: Self-Service Portals

Customer portal (no login - just mobile number), employee commission portal, auto portal user creation, SMS + email invitations. Reduce support calls by 80%.

Business Owners & Directors

Get a bird's-eye view of sales, payments, commissions, and team performance from the dashboard. Track collection rates, overdue amounts, and revenue trends. Export PDF reports for board meetings.

Sales Managers

Create installment plans, set employee targets, track team achievement rates, approve commission withdrawals, and manage the full sales pipeline. Admin withdrawal wizard for quick payouts.

Sales Employees

Record payments directly from installment schedules. Track your own commissions, view targets, and request withdrawals. Access your portal from anywhere - mobile or desktop.

Accountants & Finance Team

All payments auto-create journal entries and reconcile invoices. Work from Odoo Accounting as usual - installment module stays in sync. No extra steps, no data mismatch.

Customers

Check payment schedules, view paid/pending installments, download PDF receipts, and track progress - all from a public portal. No login required. Just enter your mobile number.

IT Administrators

Easy installation with auto-setup. Database indexes for performance. Migration scripts for safe upgrades. Integration test suite included. Configurable cron jobs and SMS templates.

Flexible Installment Plans

Create customized installment plans with:

• Preset durations (3/6/12/24/36 months)
• Custom duration support
• Configurable down payment & booking money
• Flat or reducing interest rates
• Automated payment schedules
• Auto Sales Order creation on confirm

Hybrid Payment Recording

Record payments from anywhere:

• Record from installment schedule directly
• Or pay from Odoo Accounting module
• Real-time auto-sync between both
• Multi-month payment distribution
• Automatic invoice reconciliation
• bKash, Nagad, Rocket, Upay (MFS) support

Upfront Payments

Full upfront payment management:

• Booking money, down payment, processing fees
• Custom payment structure per plan
• Same payment wizard as installments
• Auto-invoice creation & reconciliation
• Commission generated on payment

Commission Management

Complete multi-level commission system:

• Hierarchical - Up to 5 levels (SM → ASM → Manager → GM → CEO)
• Product-based - Different rates per product/category
• Mixed method - Hierarchy + Product combined
• Auto-generate from employee hierarchy
• Withdrawal system with approval workflow
• Auto-sync with invoice payment state

Commission Targets (NEW)

Target-based tiered commission rates:

• Monthly sales targets per employee
• 4-tier rates: 0-50%, 50-80%, 80-100%, 100%+
• Achievement computed from posted invoices
• Auto-generated monthly via cron job
• Visual progress tracking on dashboard

Admin Withdrawal Wizard (NEW)

Streamlined withdrawal management for managers:

• One-click withdrawal creation
• Shows available balance per employee
• Auto-submit and approve (admin bypass)
• Optional auto-invoice creation
• Auto-create withdrawals via cron job

SMS & Email Reminders

Automated payment reminders:

• 6 reminder types: 3 days before, 1 day before, on due date, 1/3/7 days overdue
• SMS + email for each reminder
• Customizable templates with variables
• No duplicate reminders (tracked in DB)
• Daily cron job at configurable time
• Master on/off per reminder type

Portal Access

Public portals - no login required:

• /installment/check - Unified lookup
• /my/commission - Employee commission portal
• /my/installments - Customer installment portal
• Auto portal user creation on plan confirm
• SMS + email invitations sent automatically
• Smart duplicate prevention

Dashboard & Analytics

Real-time management dashboard:

• 18 clickable KPI cards
• Organization chart with commission data
• Top performers, customers, products
• Commission analytics (Chart.js)
• Date range filtering
• PDF export with all statistics

Digital Signature & Documents

Professional agreement management:

• Odoo Sign module integration
• Auto-created document folders per plan
• Customer documents (NID, Photo, Income Proof)
• Comprehensive PDF reports

Odoo Integration

Works with Odoo core modules:

• Sales Management & Accounting
• Inventory/Stock & HR
• Documents & Sign
• SMS & Portal
• Payment terms integration

Customer Payment Analytics (NEW)

AI-powered customer classification:

• 8 classifications: On-Time, Defaulter, Non-Payer, Late, Chronic Late, Repeat Customer, etc.
• Payment score (0-100) per customer
• Mass communication wizard (SMS/Email/PDF)
• Salesperson performance PDF reports
• Dashboard analytics with classification distribution
• Configurable defaulter threshold

Mass Communication (NEW)

Reach customers by classification:

• Filter by classification, product, salesperson
• Send mass SMS to defaulters
• Send mass emails with templates
• Email defaulter reports to salespersons
• Download customer list PDF
• Download salesperson performance PDF

Performance & Tests (NEW)

Production-ready infrastructure:

• Database indexes on key query patterns
• Optimized dashboard with read_group()
• Migration scripts for safe upgrades
• Integration test suite
• Data integrity checks in hooks

🎯 Commission Targets

Monthly sales targets per employee with 4-tier commission rates (0-50%, 50-80%, 80-100%, 100%+). Auto-generated monthly via cron job. Achievement computed from posted invoices.

⚡ Admin Withdrawal Wizard

Managers can create commission withdrawals instantly. Auto-submit, approve, and generate invoices in one click. Auto-create cron available.

💳 Hybrid Payment Recording

Record payments from installment module or Odoo Accounting. Real-time auto-sync between both. Triple-layer detection ensures no payment is missed.

🌐 Auto Portal Access

Customers and employees get portal user accounts automatically when plans are confirmed. SMS + email invitations. Smart duplicate prevention.

💬 Payment Reminders

6 automated SMS + email reminder types: before due date, on due date, and overdue. Customizable templates with variable substitution. Daily cron job.

📊 Customer Payment Analytics

8 automatic customer classifications (Defaulter, Non-Payer, On-Time, Late Payer, Chronic Late, Repeat Customer). Payment score 0-100. Dashboard analytics with classification distribution. Configurable defaulter threshold.

📣 Mass Communication

Filter customers by classification, product, or salesperson. Send mass SMS/email to defaulters. Email salesperson defaulter reports with PDF attachments. Download customer list and salesperson performance PDFs.

⚙ Performance & Testing

Database indexes on key query patterns. Dashboard optimized with read_group(). Migration scripts for safe upgrades. Integration test suite included.